You can add different types of activities to see them on your calendar or contact card. You can add task types, or some reminders like “b-days” or “follow ups”.
1. How to create a custom activity type?
1.1. Go to Settings > Calendar > Activity types.
1.2. Click “Create new” button and choose an icon and enter activity type name
It is available to change the order in the list of the custom activity types. Simply drag and drop from one place to another. It is not possible to change the position of the “call” and “task” because these are default system fields.
You will see the new order when creating a task:
2. How to edit custom activity type’s icon and title?
Click on the edit button and change the title and the icon. Save the changes.
3. How to delete custom activity type?
Click on the rubbish bin icon and confirm the changes.
4. Where to see the total number of custom activities created and completed?
In order for the system to calculate how many tasks where completed, you should set goals for these task first. For more information on how to set task goals see this article.
After the setting the task goals you will be able to preview it in the Dashboard and Insights sections.
